See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,159 | $177,572+6.5% | $154,803+22.2% | $142,382+32.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $13,044 | $4,810+171.1% | $4,305+203.0% | $4,299+203.4% |
| Participant deferral / active EE | $7,791 | $6,272+24.2% | $5,540+40.6% | $6,507+19.7% |
| Admin fee / account holder | $7,643 | $16,786-54.5% | $14,329-46.7% | $12,624-39.5% |